RIA

Richwood Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.24M
3
+$7.42M
4
NOW icon
ServiceNow
NOW
+$3.97M
5
UNH icon
UnitedHealth
UNH
+$2.76M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.26%
2 Technology 8.85%
3 Industrials 8.07%
4 Financials 6.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 13.8%
+33,086
2
$8.24M 7.2%
+71,933
3
$7.42M 6.49%
+131,010
4
$3.97M 3.47%
+6,111
5
$2.76M 2.41%
+5,491
6
$2.71M 2.37%
+34,454
7
$2.36M 2.07%
+8,556
8
$2.36M 2.06%
+13,280
9
$1.9M 1.66%
+15,489
10
$1.89M 1.65%
+8,714
11
$1.85M 1.62%
+7,148
12
$1.51M 1.32%
+3,262
13
$1.39M 1.21%
+23,460
14
$1.35M 1.18%
+10,487
15
$1.3M 1.14%
+3,623
16
$1.27M 1.11%
+5,286
17
$1.25M 1.1%
+31,798
18
$1.14M 1%
+2,753
19
$1.07M 0.94%
+13,955
20
$1.06M 0.93%
+6,111
21
$1.05M 0.92%
+7,958
22
$1.03M 0.9%
+19,821
23
$1.02M 0.89%
+3,790
24
$982K 0.86%
+2,921
25
$963K 0.84%
+4,618
1
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